Sales Support Associate - Private Wealth

Landmark Properties, Inc.; New York (NY); On-site; USD 115,000 - 135,000; Full time

Job summary

Landmark Properties, Inc. is seeking a Sales Support Associate - Private Wealth in New York to offload administrative tasks from the sales team and maintain a clean CRM. You will support DDQs, meeting materials, and investor inquiries to enable high-value client engagement.

Ideal candidates have 4+ years in financial services or sales operations, with CRM and dashboard-building experience. The role emphasizes data quality, collaboration with private wealth leadership, and market knowledge of

Qualifications

• 4+ years of experience in financial services, sales operations, or a technical support role.
• Experience supporting a sales team in asset management, private markets, or RIA distribution strongly preferred.
• Bachelor’s degree in Finance, Real Estate, Business, or related field.
• Familiarity with private real estate, DSTs, or alternative investments is a plus.

Responsibilities

• Identify and prioritize RIAs and family offices using data from third party platforms.
• Support administrative tasks including DDQs, meeting materials, and investor inquiries to keep the sales team focused on selling.
• Maintain rigorous activity tracking and weekly reviews for leadership summaries.
• Own CRM data quality and structure for territory management and prospecting.
• Build and maintain CRM list views, reports, and dashboards to show daily priorities.
• Organize and segment investor data to maximize impact of Landmark’s real estate products.

Skills

CRM data quality

Reports & dashboards

Excel pivot tables

Sales operations support

Education

Bachelor's degree in Finance, Real Estate, or Business

Tools

CRM software

Job description

Sales Support Associate - Private Wealth

Job Description Sales Support Associate - Private Wealth The Sales Support Associate - Private Wealth is a vital member of Landmark Properties Private Wealth team, responsible for enhancing operational efficiency and enabling our sales team to focus on capital-raising from RIAs and family offices for private real estate investments, LP funds, and Opportunity Zone fund. The Sales Support Associate partners with the distribution team to deliver exceptional client service, manage administrative tasks, and maintain a clean, sortable CRM database to drive prospect targeting and sales efficiency. The role is designed to allow the sales team to dedicate 100% of their time to high-value selling activities by offloading repetitive tasks and ensuring no opportunities are missed due to disorganization or poor data quality.

Reports to: Managing Director – Private Wealth Direct Reports: None

Duties/Responsibilities

• Identify and prioritize hot prospects daily by pulling and synthesizing data from third party platforms, then surface the highest-potential RIAs and family offices to the distribution team through clean, actionable lists and dashboards.
• Support the sales team with administrative and operational tasks including completing Due Diligence Questionnaires (DDQs), coordinating meeting materials, managing follow-up tracking, assisting with fundraising event planning, and handling investor account inquiries to keep the sales team focused on selling.
• Maintain rigorous activity tracking and follow-up systems so no high-potential prospect falls through the cracks; run weekly activity reviews and provide clean summaries to leadership.
• Own CRM data quality and structure for the distribution team — ensuring Account and Contact records are clean, properly tiered (A/B/C), tagged by product interest, and optimized for territory management and prospecting.
• Build and maintain CRM list views, reports, and dashboards that give reps clear daily priorities — who to call, which product they’re interested in, and where they are in the process.
• Organize and segment investor data to maximize the impact of Landmark’s real estate products for the sales team.
• Serve as the bridge between the sales team and internal operations, data analytics, and investment teams to ensure distribution has the information and support needed.
• Assist with meeting materials, pitch decks, and one-pagers for sales meetings and roadshows; coordinate investor information and follow-up to move prospects through the pipeline.
• Develop deep knowledge of Landmark’s real estate investment processes to provide white-glove service to Financial Advisors, supporting their capital allocation decisions.
• Stay current on private real estate strategies, competitor offerings, and market trends to help reps position Landmark effectively against alternatives.
• Collaborate with the Head of Private Wealth on technical integrations (API data flows) and provide market feedback from the field.
• Continuously improve processes, playbooks, and enablement materials to help the sales team operate at the highest level.

Education & Experience

• 4+ years of experience in financial services, sales operations, sales enablement, or a technical support role.
• Experience supporting a sales team in asset management, private markets, or RIA distribution strongly preferred.
• Bachelor’s degree in Finance, Real Estate, Business, or a related field.
• Familiarity with private real estate, development, DSTs, or alternative investments is a plus.
• Demonstrated experience working with CRMs, data from multiple systems, building reports/dashboards, and supporting quota‑carrying sales professionals.

Preferred Knowledge, Skills, & Abilities

• Strong hands‑on experience with CRMs (data quality, list views, reports, and basic dashboarding).
• Advanced proficiency in Microsoft Excel (pivot tables, data analysis, VLOOKUP/XLOOKUP) and comfort with data from multiple platforms.
• Experience building reports and dashboards is highly valued.
• Self‑motivated with a results‑oriented mindset and passion for sales.
• Ability to thrive in a fast‑paced environment and adapt to changing market conditions.
• Strong problem‑solving skills with a focus on delivering exceptional customer service.
• A collaborative team player who values diverse perspectives and fosters an inclusive environment.

Work Environment

The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Travel: Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. The employee may infrequently drive a vehicle (intrastate and interstate travel) or be subject to air travel for purposes of Company business.

Pay

The pay range for this position is between $115,000 - $135,000 annually depending on a variety of factors including market factors in the geographical location where the candidate lives.

Equal Opportunity

Landmark Properties is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

#LI-LF1 Landmark Properties is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Overview

Landmark Properties is a fully integrated real estate firm specializing in the acquisition, development, and management of high-quality residential communities. Backed by a deep understanding of the markets, a commitment to quality, and a strong track record of success, Landmark is responsible for some of the premier student housing communities in the nation. Headquartered in Athens, GA, Landmark Properties started out as one of the foremost developers and managers of off‑campus housing communities in the country. Landmark is focused on maximizing each property’s value while providing the very best college living experience for its residents. In recent years, Landmark Properties has expanded into the single‑family and traditional multifamily housing market. The company is positioned to develop and build a variety of housing types for not just college students, but others who desire an unmatched rental experience. Landmark’s mission is to be the leading choice for capital partners in search of strategic investment opportunities in the housing sector. In addition to providing exceptional results for Landmark’s investors, the company is dedicated to transparent business interactions, excellent client relations, and an unwavering commitment to integrity.